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JBAWX vs RLBBX
JBAWX vs RLBBX Comparison
Open Charts JBAWX vs RLBBX
JHancock Balanced R6
Price$30.41
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets5.95B
American Funds American Balanced R2
Price$36.71
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
JBAWX vs RLBBX Comparison Chart in %
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JBAWX vs. RLBBX commentary
Aug 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JBAWX is a StrongBuy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 253B vs. JBAWX (5.95B). JBAWX pays higher dividends than RLBBX: JBAWX (1.92) vs RLBBX (1.16). JBAWX was incepted earlier than RLBBX: JBAWX (14 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than JBAWX (0.63). JBAWX is a more actively managed with annual turnover of: 67.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than JBAWX: RLBBX (250) vs JBAWX (1000000). JBAWX annual gain was more profitable for investors over the last year : 13.08 vs. RLBBX (10.56). JBAWX return over 5 years is better than : 43.93 vs. RLBBX (32.41).
| JBAWX | RLBBX | JBAWX / RLBBX | |
| Total Expense Ratio | 0.62 | 1.32 | 47% |
| Annual Report Gross Expense Ratio | 0.63 | 1.32 | 48% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 7.736 | 8.086 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.95B | 253B | 2% |
| Annual Yield % from dividends | 1.92 | 1.16 | 165% |
| Returns for 1 year | 13.08 | 10.56 | 124% |
| Returns for 3 years | 35.57 | 28.40 | 125% |
| Returns for 5 years | 43.93 | 32.41 | 136% |
| Returns for 10 years | 86.32 | 56.66 | 152% |
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